Business Details
6 Years
experience
Trusted Accounting Services in Napa Valley
At Poteet Accounting Group, we specialize in delivering comprehensive accounting solutions tailored to the unique needs of businesses across Napa Valley and beyond. With over 30 years of combined experience in public accounting and private industry, our team provides meticulous financial management, bookkeeping, and consulting controller services designed to support sustainable business growth. Our expertise spans diverse sectors including wineries, retail, restaurants, and hospitality, ensuring clients receive industry-specific insights and strategic financial guidance.Founded in 2020 by Shelly Poteet, a seasoned accounting professional with deep roots in Napa Valley, our firm combines decades of hands-on experience with a personalized approach to client service. We pride ourselves on delivering accurate, timely, and transparent financial solutions that empower businesses to achieve their goals while maintaining the highest standards of professionalism and integrity.
Services
Accounts Payable
Accounts Receivable
Bank Reconciliation
Inventory Costing
Financial Reporting
Tax Preparation
Consulting Controller
Annual Budgeting
Cash Flow Analysis
Audit Preparation
Details
- Year established: 2020
Highlights and features
- 30+ years of combined accounting experience in public and private sectors
- Tailored financial solutions for Napa Valley's unique industries
- Expertise in winery accounting and inventory costing
- Consulting controller services without full-time costs
- Proven track record with annual audits and tax preparation
What people say
Knowledge, responsiveness and professionalism
Exceeded our expectations
Immaculately prepared financials
Thorough and detailed
Expertise in wine industry accounting
Services
Accounts Payable
Our accounts payable services ensure accurate tracking and timely payment of business expenses. We manage vendor relationships, process invoices, and maintain detailed records to maintain your financial integrity. This service helps businesses maintain positive vendor relationships while ensuring accurate financial reporting.
Inventory Costing
We provide precise inventory costing solutions that track product expenses and optimize financial reporting. Our methods ensure accurate valuation of goods while maintaining compliance with accounting standards. This service helps businesses understand true product costs and improve profit margins through detailed cost analysis.
Financial Reporting
Our financial reporting services deliver clear, accurate statements that reflect business performance. We prepare GAAP-compliant reports and customized financial analyses to support strategic decision-making. This service provides business owners with reliable data for growth planning and operational improvements.
Consulting Controller
Our consulting controller service offers expert financial leadership without full-time costs. We provide strategic guidance on budgeting, cash flow management, and business operations tailored to your specific needs. This service delivers executive-level financial expertise to growing businesses.
Tax Preparation
We handle comprehensive tax preparation services including income tax filings, sales tax reporting, and year-end tax documentation. Our expertise ensures compliance while optimizing tax positions through strategic planning. This service helps businesses meet obligations while minimizing liabilities.
People
Shelly Poteet
Owner & Principal
Shelly Poteet has over 30 years of accounting experience, including 13 years in the wine industry. She founded Poteet Accounting Group in 2020 after serving as controller at Copper Cane and working with major wineries through Constellation Brands.
Questions
What accounting services do you offer?
We provide full-service accounting including bookkeeping, financial reporting, tax preparation, inventory costing, audit support, and consulting controller services for businesses in Napa Valley.
Do you specialize in any particular industries?
While serving diverse sectors, we have deep expertise in winery accounting, hospitality, retail, and restaurant financial management through decades of local industry experience.
How do consulting controller services work?
Our consulting controller provides part-time financial leadership for businesses that don't require a full-time position, offering strategic guidance and operational oversight as needed.
What sets you apart from other accounting firms?
Our unique combination of public accounting experience and private industry expertise, coupled with personalized service and deep Napa Valley industry knowledge, delivers exceptional value.
